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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,770 | $52,380+82.8% | $98,864-3.1% | $85,851+11.6% |
| Participation rate | 53.1% | 58.0%-4.8pp | 65.7%-12.6pp | 69.3%-16.2pp |
| Annual return | 16.04% | 25.82%-9.8pp | 50.03%-34.0pp | 318.63%-302.6pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,547 | $2,101-26.4% | $3,037-49.1% | $3,952-60.9% |
| Admin fee / account holder | $523 | $3,865-86.5% | $4,080-87.2% | $6,261-91.6% |